Folders management via API

We have added new calls and parameters to the existing ones to allow you to better organize your files via API.

Specify a folder when creating a new document

You can specify a folder when creating a new document from a PandaDoc template or via PDF upload. Add the UUID of the folder in the body of the request in the following format: "folder_uuid": "documents_folder_uuid".

You can find an example in the Create Document from PandaDoc Template request.

Get a list of documents or templates stored in a specific folder

We added a new filter to the List Documents and List Templates requests. In the request, you can specify the UUID of the folder and get the list of documents or templates located there. Please use the filter in the format folder_uuid={documents_folder_uuid} for documents, and "folder_uuid={templates_folder_uuid}" for templates.

Create and rename folders

We added calls to create and rename folders via API. Please follow the links below to find examples of new calls:

• Create folder to store documents
• Create folder to store templates
• Rename document folder
• Rename template folder

List folders to easier navigate through them

You can get the list of subfolders and folders located in the root folder. Please follow the links below to find examples of new calls:

• Get a list of document folders
• Get a list of template folders

The "parent_uuid" parameter in the List requests is optional. Please remove this parameter if you'd like to get a list of folders stored in a root folder.

You can test new endpoints and parameters with our updated Postman collection.